CUSIP 025072232AVANTIS ALL EQTAVGEQ4 2025
Schedule 13D (activist) & 13G (passive) 5%+ ownership filings
No 13D/13G filings on record yet
Schedule 13D/13G beneficial-ownership filings from 2020–present are ingested from SEC EDGAR. Coverage expands as the backfill and daily crawler run.
Largest reported positions · latest quarter
| # | Fund | Shares | Value |
|---|---|---|---|
| 1 | Meredith Wealth Planning | 232.7K | $19.99M |
| 2 | Greenspring Advisors, LLC | 174.3K | $14.97M |
| 3 | Bip Wealth, LLC | 103.8K | $8.92M |
| 4 | Nova R Wealth, Inc. | 99.9K | $8.58M |
| 5 | Lpl Financial LLC | 77.0K | $6.62M |
| 6 | Index Fund Advisors, Inc. | 76.1K | $6.54M |
| 7 | Pacific Asset Management, LLC | 69.9K | $6.01M |
| 8 | Compass Ion Advisors, LLC | 68.3K | $5.86M |
| 9 |
| Intelligent Financial Strategies |
| 65.3K |
| $5.61M |
| 10 | Commonwealth Equity Services, LLC | 64.7K | $5.56M |